ParaPlanner

KerberRose S.C. • Appleton, WI

2d

About The Position

Join a dynamic and generationally diverse team of professionals committed to serving clients with the highest standards of ethics and professionalism. As a Paraplanner, you will play a vital role in supporting our internal team, managing schedules, coordinating tasks, and contributing to relationship development. This position provides a unique opportunity to explore the Wealth Management industry from behind the scenes and build a strong foundation for a rewarding career in financial planning.

Requirements

• Prior experience in financial planning is desirable but not required; this is an entry-level role with strong career development potential.
• Preference will be given to candidates currently enrolled in or who have completed financial planning education leading to professional certification (e.g., CFP® or CPA/PFS).
• Exceptional written and verbal communication skills.
• Self-motivated and productive, with the ability to work both independently and as part of a team.
• Strong attention to detail and the ability to anticipate and meet client needs.
• Excellent project management skills, with the ability to handle and prioritize multiple tasks effectively.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Prepare detailed financial analyses and customized financial plans for clients.
• Assist in the analysis, rebalancing, and administration of client investment portfolios.
• Conduct investment research and prepare insightful reports.
• Support the processing of client service requests efficiently and accurately.
• Develop and implement workflows and procedures to enhance team efficiency and improve client experiences.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed